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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,837 | $148,629-71.2% | $135,982-68.5% | $139,487-69.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 5.23% | 79.33%-74.1pp | 68.32%-63.1pp | 373.84%-368.6pp |
| Employer contribution / active EE | $1,067 | $5,247-79.7% | $4,859-78.1% | $4,755-77.6% |
| Participant deferral / active EE | $3,073 | $8,102-62.1% | $7,760-60.4% | $6,713-54.2% |
| Admin fee / account holder | $70,828 | $12,406+470.9% | $10,767+557.8% | $11,407+520.9% |